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iShares Core Total USD Bond Market ETF

712 hedge funds and large institutions have $32B invested in iShares Core Total USD Bond Market ETF in 2024 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 242 increasing their positions, 292 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
+53
Holders Change %
+8.04%
% of All Funds
9.48%
Holding in Top 10
131
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+12.93%
% of All Funds
1.74%
New
128
Increased
242
Reduced
292
Closed
60
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MBT
326
Montecito Bank & Trust
California
$2.38M -$12.2K -271 -0.5%
PPC
327
Park Place Capital
Alabama
$2.35M -$1.45M -31,994 -38%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$2.33M -$2.53M -55,972 -52%
KPWG
329
KFA Private Wealth Group
Virginia
$2.27M -$82.6K -1,828 -4%
OAS
330
Optivise Advisory Services
Tennessee
$2.25M -$115K -2,546 -5%
EFG
331
Elios Financial Group
Ohio
$2.25M -$28.7K -636 -1%
HKIMG
332
Hutchens & Kramer Investment Management Group
Indiana
$2.23M -$337K -7,449 -13%
GSEP
333
Golden State Equity Partners
California
$2.16M +$1.07M +23,656 +98%
RFA
334
Resurgent Financial Advisors
Georgia
$2.14M -$58.6K -1,297 -3%
HWM
335
Hobbs Wealth Management
Indiana
$2.13M +$2.13M +47,056 New
SOS
336
Silver Oak Securities
Tennessee
$2.11M +$2.06M +45,591 +4,078%
AFW
337
Avantra Family Wealth
Pennsylvania
$2.1M +$2.1M +46,416 New
NCM
338
Northwest Capital Management
Oregon
$2.08M -$298K -6,590 -13%
ISFAN
339
Investor's Fiduciary Advisor Network
Washington
$2.07M +$2.07M +45,742 New
VPP
340
Vertex Planning Partners
Illinois
$2.06M -$579K -12,809 -22%
JSL
341
JT Stratford LLC
Georgia
$2.05M -$272K -6,018 -12%
WAL
342
W Advisors LLC
Tennessee
$2.02M -$377K -8,346 -16%
PIMG
343
Patriot Investment Management Group
Tennessee
$2.01M
BOC
344
Blue Oak Capital
California
$2M +$2M +44,318 New
D
345
Dentgroup
Louisiana
$1.98M +$863K +19,084 +77%
GWP
346
Gen-Wealth Partners
Michigan
$1.97M -$247K -5,460 -11%
HCA
347
Heck Capital Advisors
Wisconsin
$1.95M +$827K +18,307 +74%
MWA
348
Merkkuri Wealth Advisors
New York
$1.92M -$389K -8,596 -17%
CCM
349
Coldstream Capital Management
Washington
$1.91M -$225K -4,975 -11%
GWM
350
Geneos Wealth Management
Colorado
$1.85M -$62.2K -1,376 -3%